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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1351
Conestoga Capital Advisors
Pennsylvania
$247K -$3.74K -50 -1%
MPWT
1352
MassMutual Private Wealth & Trust
Connecticut
$245K +$40.4K +540 +20%
OCM
1353
One Capital Management
California
$244K +$1.12K +15 +0.5%
MBT
1354
Monroe Bank & Trust
Michigan
$243K -$6.88K -92 -3%
CRC
1355
Curi RMB Capital
Illinois
$243K +$245K +3,278 New
SWM
1356
Stockman Wealth Management
Montana
$242K +$13.1K +175 +6%
JFA
1357
JNBA Financial Advisors
Minnesota
$241K -$380K -5,079 -61%
Cetera Investment Advisers
1358
Cetera Investment Advisers
Illinois
$241K +$45.9K +614 +23%
FFG
1359
Frisch Financial Group
New York
$241K +$243K +3,247 New
AF
1360
Alerus Financial
North Dakota
$239K – – –
MWPCG
1361
Measured Wealth Private Client Group
New Hampshire
$238K -$119K -1,597 -33%
AT
1362
Arden Trust
Delaware
$238K -$5.39K -72 -2%
WPW
1363
Winthrop Partners - WNY
New York
$237K – – –
1WA
1364
180 Wealth Advisors
Washington
$237K – – –
GIM
1365
Groesbeck Investment Management
New Jersey
$237K – – –
WPP
1366
Whalerock Point Partners
Rhode Island
$237K – – –
NS
1367
NewDay Solutions
New Hampshire
$237K +$239K +3,194 New
CSPIA
1368
Cary Street Partners Investment Advisory
Virginia
$237K +$239K +3,200 New
BBL
1369
Beck Bode LLC
Massachusetts
$236K +$239K +3,190 New
LPT
1370
Legacy Private Trust
Wisconsin
$235K – – –
RIG
1371
Renaissance Investment Group
Massachusetts
$235K – – –
AB
1372
AT Bancorp
Iowa
$235K +$25.8K +345 +12%
BAM
1373
Berkshire Asset Management
Pennsylvania
$235K +$238K +3,175 New
WA
1374
Waverly Advisors
Alabama
$234K -$533K -7,123 -69%
VAG
1375
VisionPoint Advisory Group
Texas
$234K +$236K +3,152 New